Real-time financial dashboards, expert analysis, and strategic advisory — purpose-built for growing businesses ready to scale.
Most businesses have solid bookkeeping. What they lack is someone translating those numbers into decisions — before it's too late to act.
You get monthly P&L statements. But what do they mean for owner draws, hiring decisions, or that new product line you're considering?
Profitable on paper, stressed about payroll. Cash flow dynamics — collections cycles, timing gaps, deferred revenue — require a specialist who understands them.
Which service line is carrying the business? Which clients cost more to serve than they pay? Without data, you're making big decisions on gut feel.
We connect directly to your existing bookkeeping system — QuickBooks, Clio, or whatever you use. No disruption to your workflow.
Within days, your key financial metrics are live in a custom dashboard — built around the KPIs that actually matter to your business.
Monthly advisory calls turn data into decisions. We bring the analysis; you bring the questions. Together we drive your business forward.
For the first time, I walked into our partner meeting knowing exactly why our margins had compressed — and exactly what to do about it.
Not a traditional accountant. A technologist and operator who spent 16 years running a business — and learned that financial clarity changes everything.
I built and ran a business for 16 years. That means I know what it's like to lie awake wondering if collections will cover payroll. I know the difference between a profitable month on paper and a stressful month in the bank account.
Before that — and running in parallel — I spent 30 years in technology. Building systems, analyzing data, and turning complexity into clarity. That combination is rare. And it's exactly what ambitious business owners need but can't find.
Most fractional CFOs come from Big Four accounting backgrounds. I come from the trenches of actually running a business, with the technical skills to build the dashboards and reporting systems that most CFOs have to outsource.
2ndCFO exists because the gap between basic bookkeeping and real strategic financial guidance was a gap I lived through — and I knew I could close it for others.
Let's TalkThe combination of WIP, realization rates, attorney utilization, retainer management, and partner compensation creates a financial picture that generic advisors simply don't understand.
Realization rates, billable hour targets, matter profitability, WIP aging, trust accounting — these aren't foreign concepts to us. We track what actually moves the needle for law firms.
5 to 20 attorneys is a specific inflection point. Big enough to need real financial strategy. Too small to afford a full-time CFO. That's exactly where we operate.
We work on top of your existing bookkeeping setup. No disruption, no vendor replacement. We take what you already have and transform it into strategic intelligence.
Based in the Seattle area. We understand the local legal market, its competitive dynamics, and the economic conditions that affect your firm's performance.
| Capability | Bookkeeper | 2ndCFO |
|---|---|---|
| Records transactions accurately | ✓ | ✓ (via your bookkeeper) |
| Real-time KPI dashboard | — | ✓ |
| Law-firm-specific metrics | — | ✓ |
| Cash flow forecasting | — | ✓ |
| Service line & client profitability | — | ✓ |
| Owner & leadership compensation modeling | — | ✓ |
| Monthly strategic advisory calls | — | ✓ |
| Hiring & headcount analysis | — | ✓ |
We combine live dashboards, expert reporting, strategic advisory, and forward-looking forecasting — all purpose-built for growing businesses.
Your bookkeeper records what happened. Your dashboard shows you where you stand right now — and where you're headed. We build and maintain a custom dashboard connected to your existing accounting system.
No more waiting for month-end reports. No more digging through spreadsheets. Just a clear, live view of the numbers that run your business.
Monthly advisory calls with a dedicated financial strategist who knows your numbers inside and out. We don't just hand you reports — we sit with you to interpret what the data means and what to do next.
Think of us as the financial co-pilot your business deserves but couldn't previously afford.
We replace generic P&L printouts with financial summaries that your leadership team will actually understand and use. Every month, you receive a clear narrative of your business's financial performance — not a spreadsheet.
We build rolling 90-day cash flow forecasts using your actual data — recurring revenue schedules, expected collections, known expenses, and seasonal patterns. So you always know what's coming before it arrives.
Stress-test different scenarios: what if collections slow? What if you add a lateral hire? What does the holiday slowdown look like this year?
Every 2ndCFO client gets these regardless of plan tier — because they're the baseline for doing this work well.
Full setup of your dashboard, data connections, and custom KPI configuration. We do the work; you see the results.
Your financial data never leaves a secure environment. We sign NDAs as standard practice with every client.
Month-to-month engagements. We earn your business every month. No 12-month minimums, no early-termination fees.
QuickBooks, Clio, MyCase, or other practice management software — we connect to what you already use.
2ndCFO works with founders and owners across industries who share one thing in common: they need financial clarity to grow with confidence, not just bookkeeping to stay compliant.
Whether you're billing by the hour, shipping products, or scaling a recurring revenue model — growing businesses face the same core challenge: making the right financial decisions without a full-time CFO in the room.
WIP aging, realization rates, matter profitability, partner compensation — law firm finances have unique dynamics most advisors miss. We know them cold.
From payer mix analysis to provider productivity and collections cycles, we help medical practices build the financial visibility needed to grow and run lean.
MRR, churn, CAC, LTV — we speak SaaS fluently. We help tech founders model growth, manage burn, and understand the unit economics behind every decision.
Job costing, WIP schedules, backlog management, and cash timing — construction businesses live and die by financial discipline. We build the systems that support it.
Consulting, marketing, accounting, recruiting — service firms need to know their utilization, margin by client, and when to hire next. We make that clear.
Inventory turns, contribution margin, channel profitability — product businesses need forward-looking forecasts that account for seasonality and supplier timing.
Across every industry we serve, founders and owners tend to face the same challenges — and benefit from the same core solutions.
Revenue looks good on paper, but the bank account tells a different story. We build rolling forecasts so you're never caught off guard.
Hiring, pricing, expansion — major moves made without a clear financial picture. We give you the numbers that make those decisions obvious.
Busy doesn't mean profitable. We break down margin by client, product, or service line so you know where money is being made — and where it's being lost.
Scaling without financial infrastructure leads to chaos. We build the systems and reporting that let you grow faster without losing control.
I always assumed fractional CFO services were for bigger companies. Turns out, they're most valuable exactly at the stage we were — growing fast and starting to make decisions we couldn't afford to get wrong.
Our approach adapts to your business model, your metrics, and your goals. Reach out and we'll tell you honestly if we can help.
No hourly billing. No scope creep. No "minimum hours." One clear monthly investment in your financial clarity.
All plans are month-to-month. No long-term contracts. Cancel anytime — though our clients rarely want to.
If after 60 days you don't feel the value of your investment, we'll refund your most recent month — no questions asked. We're confident in what we do, and we want you to be too.
No. We work on top of your existing bookkeeping setup — whether you use QuickBooks, Clio, MyCase, or another system. We connect to your data; you keep your bookkeeper. No disruption to your current workflow.
Once we have access to your accounting data, your dashboard is typically live within 5–10 business days. The first advisory call usually happens within two weeks of signing. We move quickly because we know delayed clarity costs you money.
Absolutely. We sign a mutual NDA with every client before accessing any financial data. Your data is never shared, never used in aggregate reporting, and stored only in secure, encrypted environments. Confidentiality is non-negotiable.
Month-to-month means exactly that. If at any point you feel it's not working, you cancel and owe nothing beyond the current month. We don't believe in trapping clients in contracts — we believe in earning your business every single month.
Most firms we work with start on Strategic — the combination of live dashboard and monthly advisory calls tends to be where the biggest "aha" moments happen. If you're in a major transition (hiring, expansion, succession), Growth is worth the investment. Book a discovery call and we'll give you an honest recommendation based on your situation.
We work with businesses across industries and locations. Since all our work is done remotely, geography is rarely a barrier. Reach out and we'll let you know if we're a good fit.
A 30-minute discovery call is all it takes to know if 2ndCFO is the right fit. No pressure, no pitch — just an honest conversation about your financial situation.
Whether you're ready to move forward or just exploring your options, we're happy to talk. Most firms find that one conversation is enough to understand what's possible.
No pressure at all. Explore more about who we are and what we do — and reach out whenever it feels right.